See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,566 | $49,173+33.3% | $121,098-45.9% | $75,163-12.8% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 17.60% | 55.99%-38.4pp | 985.75%-968.2pp | 160.62%-143.0pp |
| Employer contribution / active EE | $9,152 | $1,546+492.1% | $4,164+119.8% | $2,670+242.8% |
| Participant deferral / active EE | $2,792 | $2,628+6.2% | $4,080-31.6% | $4,125-32.3% |
| Admin fee / account holder | $1,384 | $3,942-64.9% | $5,644-75.5% | $5,651-75.5% |